Market Secret 21

7/28/2019 Market Secret 21

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Market SecretPenetrating Finance

www.marketsecret.net

SummerInternship Program


2/23

AboutMarket Secret

Market Secret is an financial services firm, offering wide range of servicesincluding IB, research, wealth management, PE & asset reconstruction. MarketSecret also deals with corporate training.

Under our corporate social responsibility (CSR) philosophy group conductscounselling sessions in B-schools for students, aspired to work in financesector and provide guidance on following:

Investment Banking

Private Equity

Corporate Finance

Credit Research

Capital Markets (Technical/Dericative)


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Key Relationship


4/23

Amar MouryaIndiaNivesh Securities,Senior Analyst

Nimish Joshi

CLSA,Senior Analyst

Arun BansalBank of India,Fund Manager

Rahul Jain

Dolat Capital ,Senior Analyst

Jayesh Nair SG Analytics,

Asst Director Research

Dinesh Y

Reval Analytics,Manager Research

Ritesh N UTI,Buy Side Analyst

Santosh Putta

ULJK Securities,Senior Analyst

Neeha DaveING Investment ,Buy Side Analyst

Santosh Y

Claymore Capital ,Director Research

Rohitesh H Sahara Capital,Buy Side Analyst

Amit Adesara

Bharti AXA,Fund Manager

Investment Banking

Abhishek J ,Money Sqare,

Director

Dharmesh Kant,IndiaNivesh,

Vice President

Sidhart CBNP Paribas,

Fund Manager

Prashant D, Aston Capital,

Director

Corporate Finance/ Private Equity

Amit Jain Tata Capital ,Vice President

Anagha H ,C3 Advisors,Senior Partner

Mahadevan S , Arzoo Capital ,Director

Karamver R, Fire Capital,Director

Jagdish T, DB Group,Vice President

Nirmal S ,RBS,Credit Analyst

Shakti S, AK Capital,Credit Analysts

Technical/Derivative

Market SecretTeam


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Market Secrets Summer InternshipOpportunity ?

Market Secret is one amongst the preferred partners in high endspecialized finance talent hunt. We serve BFSI industry in uniquemode. Instead of acting as an facilitator between job seekers andemployers. We walk one step ahead and act as an external trainer forleading financial houses, which require on job first hour ready todeliver employees.

The whole process is divided into three stages.1. Candidate selection after conducting Written Test, GD & PI.2. Train selected candidates as per finance companies requirements.3. Place candidates in trained domains.


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1. Equity Research

2. Asset Management3. Private Equity4. Investment Banking5. Venture Capital6. Project Finance7. Corporate Finance8. Credit Research9. Quantitative/Derivative Research10. Capital Market11. KPO12. IR 13. Business Development14. Sales & Trading15. Other Capital Market Avenues

MBA Finance - Key Prospects


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1. Concentrate On 1 Industry

2. Cover 1 to 3 dozen stocks in 1 industry

3. Initiate stock idea

4. In-depth analysis and report on the stock ideas

5. Set target price and recommendation (BUY/SELL)6. Convince portfolio manger to (BUY/SELL)

7. Convince sales force to pitch clients regarding stock idea

8. Generate revenue by amount of trades recommendation

9. Research typically bundled as part of brokerage services

What is Equity Research ?


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Market SecretPenetrating FinanceEquity Research Hierarchy

AnalystWhat Analyst Do?

Stock PickingSalesEditing ReportAppear on TV

Research AssociatesWhat Associate Do?

Financial Modeling Report Writing Interacting with the senior mgt

Research AssistanceWhat Research Assistance Do? Ground Work Financial Modeling ResearchForming and Editing Report

1

2

3


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Market SecretPenetrating FinanceTypes of Equity Research Analyst

Buy-side analysts work for mutual funds, hedge funds or insurance companies.Offer recommendations on securities found in the accounts of their employers.Focus on specific sectors or securities that are of interest to the investment firm.Reports prepared by Buy-side analyst are mainly for internal use.

Buy-Side

Sell-side analyst are employed by broker-dealers and investment banks.Recommendations and ratings are offered free of charge to clients.The reports issued by sell-side analysts are more detailed relative to buy-side analysts.

Sell-Side

These analysts are not employed with any specific brokerage firms or fund companies.Independent analysts aim to provide unbiased and objective ratings.Receive compensation either from the companies they research, fee-based research, or

by selling subscription-based reports.

Independent


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1. Act as an Underwriter

2. Reorganization /Restructuring of Distressed Assets

3. Asst in M&A and Leverage Buyout (LBO)

4. Intermediary to Raise Funds (Equity/Debt)

5. Restructuring of Capital Structure

6. Advisory Services

7. Venture Capital Funding

8. Securitization

What is Investment Banking ?


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Investment Banking Structure

Investment Banking

M&AEquityDebtDerivatives

ResearchSalesTrading

Pension FundPrivate BankingWealth Mgt

OperationsTechnology

Investment Banking Corporate Finance

Credit & Rate Markets

Equities

Investment Management

Private Banking

Operations and BusinessServices

Technology


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1. Capital Investment Decisions2. Project Valuation

3. Working Capital Management

4. Quantifying Uncertainty

5. Financing/Dividend Decisions

What is Corporate Finance ? ?


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1. Risk Analysis Models

2. Credit Modelling

3. Principal Component Analysis

4. Conduct Due Diligence, Market Analysis, and Cash flow

Projection for Speculative Grade and High-yield Investment5. Present Credit Recommendation on Sector and Bond Market to

Portfolio Manager

6. Develop Relationship with Rating Agency Analyst to

Understand their Credit Perspective and Forecast Possible

Rating Change

What is Credit Research ?


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1. Portfolio Optimization by Using Stochastic Calculus LinearAlgebra, Monte Carlo Simulation, Regression Analysis,Probabilistic Risk Analysis, Complex Numerical Algorithms, andTime Series Analysis Across all Assets Class

2. Cash Flow and Scenario Generation Model Development andValidations, Quantitative Support for a Variety of TradingStrategies, Asset-Liability and Interest Rate Risk Management,and Relative Value Analytics Present Credit Recommendation onSector and Bond Market to Portfolio Manager

What is Quant Research ?


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1. Basic of Option and future2. Options Spreads

3. Options Combinations

4. Bullish Strategies

5. Bearish Strategies

6. Neutral Strategies

7. Synthetic Positions

What is Derivative Research ?


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Financial Research

1.Equity/Fixed Income Research2.Corporate Finance3.Quantitative Research

Business Research1.Company profiling and Benchmarking2.Industry studies and tracking3.Market entry study

Market Research1.Survey Design2.Data Compilation

Data Analytics1.Marketing Analytics2.Back Testing

Legal & IP

1.Patent Research, Legal process outsourcing

Roles avalable in financial KPOs ?


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What involves IR Jobs?

1. Develop & maintain investor relations plan and presentation

2. Performs competitive analysis, including financial metrics and differentiation

3. Develops and monitors performance metrics for the investor relations

function

4. Creates presentations, press releases, and other communication materials

5. Establishes and maintains relationships with corporate representatives

6. Organizes conferences, road shows, earnings calls with shareholder

representatives, and investor meetings

7. Provides feedback to management regarding the investment community's

perception of the company

8. Represents the views of the investor community to the management team in

the development of corporate strategy


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Technical knowledge needed during the interview

Supplement academic theory with real-life applications

Obtain hands-on practical financial skill set needed on job

Replicate finance professionals on job daily schedule

Skills required to achieve theseprofiles



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Investment Banking

Risk Management

Equity ResearchAsset Management

Credit Research

Technical Analysis

Derivative Research

Quantitative Research

Currency Analysts

Commodity Analyst

Institutional Dealer

Business Development

Capital Market

Technical knowledge neededduring the interviewVery Good Under Standing of AccountingAdvance Excel Financial Modeling Skills

Impressive Writing SkillsGood Communication Skills

Good Command on StatisticsVery Good Knowledge of Excel Macros /C/C++

Complete Knowledge of Derivative StrategiesComplete Knowledge of Technical Analysis

Very Good Communication SkillGood Knowledge on Equities and other Financial productsUnder standing about Rules and Regulations of SEBI/NSE



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Investment Banking

Risk Management

Equity Research

Asset ManagementCredit Research

Technical Analysis

Derivative Research


Currency AnalystsCommodity Analyst



Capital Market

Supplement academic theory with real-life applications

GDPDebt/GDPInflationUnemploymentPer Capita IncomeRupee VS USDOil PriceCAPMCapital BudgetingIIPExport /ImportFDIFIIYouth/Middle Class Population


M k S


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Investment Banking

Risk Management

Equity Research

Asset ManagementCredit Research

Technical Analysis

Derivative Research


Currency AnalystsCommodity Analyst



Capital Market

Obtain hands-on practical financialskill set needed on job

Financial Modeling Skills in Excel / Excel MacrosProject Evaluation Model Best Practices

Building Inputs and Assumption SheetBuilding Projections for Project EvaluationModeling the Cashflow Statement and ProjectionsPutting it all together Final Project Evaluation ModelValuations /Fundamental Analysis/ Report Writing Skills

Technical Analysis / Quant / AlgorithmBond ValuationDerivative StrategiesTradingCommodities/Currency


k S


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Investment Banking

Risk Management

Equity ResearchAsset Management

Credit Research

Technical Analysis

Derivative Research


Currency Analysts

Commodity Analyst



Capital Market

Replicate finance professionals on job daily schedule

Reading News PapersBusiness Journals


M k S


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Market SecretPenetrating FinanceMarket Secrets - Gear in areas like

CorporateFinance

InvestmentBanking

Asset Mgt

ProjectFinance

CreditResearch

EquityResearch

VentureCapital

PrivateEquity

QuantDerivativeResearch

EquityDealer

IR/PR/KPO

CapitalMarket

Documents

Market Secret 21